Why This Role Stands Out
This leadership role offers significant career growth by allowing you to build and mentor a team while continuing to develop your own successful practice within a reputable firm. You'll thrive here if you're an experienced financial advisor with a passion for leadership and a strategic vision for growth, enjoying the flexibility of a hybrid work environment. This is an excellent opportunity to make a substantial impact and advance your career.
Quick Overview
Job Description
Managing Director | WealthBridge
WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.
You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.
- Minimum of 3 years of experience in financial services with a growing personal practice
- Active Life and Health License required
- FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
- Demonstrated success in client development, planning, and relationship management
- Leadership ability with a strong interest in mentoring and building high-performing teams
- Business-driven mindset with a long-term vision for growth
- Must be authorized to work in the United States
- Certified Financial Planner preferred, but not required with relevant experience.
- Top-tier health coverage including medical, dental, and vision plans for you and your dependents
- 401(k) retirement plan with company match to help you build long-term security
- Life and disability insurance for added peace of mind
- Employee wellness programs and mental health resources
- Career growth opportunities and ongoing training support.
Similar jobs
- UP
Financial Advisor (Pre-Set Appointments, No Cold Calling)
NewAuto ApplyUnited Placement Group
San Antonio, Texas🇺🇸Hybrid22 hours agoCold CallingLESSMicrosoft Office+2Finance - UP
Financial Advisor (Pre-Set Appointments, No Cold Calling)
NewAuto ApplyUnited Placement Group
Austin, Texas🇺🇸Hybrid22 hours agoCold CallingLESSMicrosoft Office+2Finance - SA
Transaction Advisory Services Director
NewAuto ApplySAX Advisory Group
United States🇺🇸$200k - $230k/yrHybrid2 days agoBusiness DevelopmentCPADue Diligence+6 - CF
Financial Advisor Trainee
NewAuto ApplyCOR Financial Partners
Nashville, Tennessee🇺🇸Remote2 days agoComplianceFinance - ZS
Senior Director, Investor Relations & Strategic Finance
NewAuto ApplyZscaler
Santa Clara🇺🇸$217k/yrRemote21 hours agoAgileCFADue Diligence+1Finance - WF
Wealth Advisor / Financial Consultant - NJ
Auto ApplyWealthBridge Financial Group
Hackettstown, New Jersey🇺🇸Hybrid5 days agoBusiness DevelopmentCRMDigital Marketing+3Finance - WF
Wealth Advisor / Financial Consultant - NJ
Auto ApplyWealthBridge Financial Group
New Brunswick, New Jersey🇺🇸Hybrid5 days agoBusiness DevelopmentCRMDigital Marketing+3Finance - WF
Wealth Advisor / Financial Consultant - NJ
Auto ApplyWealthBridge Financial Group
Atlantic City, New Jersey🇺🇸Hybrid5 days agoBusiness DevelopmentCRMDigital Marketing+3Finance - WF
Wealth Advisor / Financial Consultant - NJ
Auto ApplyWealthBridge Financial Group
Red Bank, New Jersey🇺🇸Hybrid5 days agoBusiness DevelopmentCRMDigital Marketing+3Finance - WF
Wealth Advisor / Financial Consultant - NJ
Auto ApplyWealthBridge Financial Group
Morristown, New Jersey🇺🇸Hybrid5 days agoBusiness DevelopmentCRMDigital Marketing+3Finance - WF
Wealth Advisor / Financial Consultant - NJ
Auto ApplyWealthBridge Financial Group
Hoboken, New Jersey🇺🇸Hybrid5 days agoBusiness DevelopmentCRMDigital Marketing+3Finance - PC
Financial Solutions Guide 1
Auto ApplyPeak Credit Union
Eugene🇺🇸Hybrid4 days agoComplianceGreenhouseOutreach+1Finance